Alphabet GOOGL shares have returned 7.4% year to date (YTD), outperforming the Zacks Computer & Technology sector’s 4.1%. The company’s prospects are expected to benefit from its growing AI-powered search capabilities and significant investments in cloud computing. However, capacity constraints, despite the improving pace of server deployments and data center construction, are expected to hurt … Read more
The Warner Bros. Shareholder Vote? That's the Easy Part.
The whipping post
Key Points Warner Bros. Discovery shareholders will vote on the Paramount Skydance acquisition on April 23, and approval is widely expected. The UK’s Competition and Markets Authority is already preparing to investigate the deal. History shows that media mega-mergers typically pass with significant concessions rather than outright blocks. 10 stocks we like better than Warner … Read more
What Big Bank Earnings Aren’t Telling Investors Right Now
The whipping post
For the past few weeks, investors have been trapped in a “fog of war.” They’ve been fixated on the headlines, worrying about oil prices, inflation and the implications for future rate cuts. That is understandable. The good news is that the first-quarter earnings season has arrived just in time. Because after weeks of anxiety, rumor … Read more
Prediction: This Will Be Amazon's Stock Price in 1 Year
Key Points Amazon’s cloud computing business accelerated in the fourth quarter, and AWS still appears constrained more by capacity than demand. Amazon generated a staggering $139.5 billion operating cash flow in 2025. A strong case can be made for 12% annualized returns in the stock price from here. These 10 stocks could mint the next … Read more
Michael Burry’s Next Bet: Beaten-Down SaaS Stocks Poised for a Comeback
Michael Burry, famous for his ‘Big Short’ housing crash bet in 2008, and his Scion Asset Management firm, is reportedly taking long positions in three enterprise software companies that have experienced significant declines in 2026: , , and . This move, attributed to a belief in “credit-driven selling exhaustion,” suggests that forced liquidations have ended, … Read more